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Deldar et al.

BMC Nursing (2018) 17:11


https://doi.org/10.1186/s12912-018-0281-3

RESEARCH ARTICLE Open Access

Challenges faced by nurses in using pain


assessment scale in patients unable to
communicate: a qualitative study
Kolsoum Deldar1, Razieh Froutan2* and Abbas Ebadi3

Abstract
Background: One helpful strategy adopted for pain management in non-verbal, intubated patients is the use of a
proper pain assessment scale. The purpose of the present study is to achieve a better and deeper understanding of
the existing nurses’ challenges in using pain assessment scales among patients unable to communicate.
Methods: This qualitative study was conducted using content analysis. Purposive sampling was used to select the
participants and continued until data saturation. The participants included 20 nurses working in intensive care units.
Data was collected using semi-structured interviews and analysis was done using an inductive approach.
Results: Four categories and ten sub-categories were extracted from the experiences of the nurses working in the
intensive care units in terms of nursing challenges in using non-verbal pain assessment scales. The four categories
included “forgotten priority”, “organizational barriers”, “attitudinal barriers”, and “barriers to knowledge”.
Conclusions: The findings of the present study have shown that various factors might influence on the use of non-
verbal pain assessment scales in patients unable to communicate. Identifying these challenges for nurses can help
take effective steps such as empowering nurses in the use of non-verbal pain assessment scales, relieving pain, and
improving the quality of care services.

Background may not be able to accurately estimate the level of their


Pain is an unpleasant sensory and emotional experience pain [14, 15]. Inappropriate diagnosis of pain experi-
associated with actual or potential tissue damage or enced by ICU patients is also associated with complica-
described in terms of such damage [1]. It is a common tions such as increased risk of infection, prolonged MV,
phenomenon and a major stressor in intubated patients hemodynamic disorders, paranoia, immune-suppression,
[2–4]. Various reasons other than the original disease, and even death [16–18].
e.g. endotracheal tube suctioning, chest tube insertion, Some researchers believe that the most reliable
respiratory exercises, coughs, and certain positions on method of pain evaluation is the patient’s self-report
the bed, can cause pain [5–7]. Despite advances in the- [16]. But if patient doesn’t have enough ability to provide
ories related to pain control [8–11], pain is still a major verbal self-report of pain (e.g. ICU patients), it is recom-
problem in critically ill patients admitted to intensive mended to use other available methods for pain manage-
care units (ICU) and 40–77.4% of ICU patients complain ment [14].
about the experience of pain [12, 13]. Since these pa- The first step in the management of pain is its diagnosis
tients may suffer from numerous neurological, physio- and evaluation [19], i.e. a reliable pain assessment tool is
logical, and communicative disabilities arising from a essential to efficient pain management [14, 20–22]. Such a
variety of reasons including dependence on a mechanical tool can contribute to correct decision-making during pain
ventilator (MV) and concurrent use of sedatives, they management [23, 24] and promote pain diagnosis and
evaluation [25]. Therefore, an effective pain assessment
* Correspondence: Froutanr@mums.ac.ir scale should be a part of the recording process system.
2
Department of Medical-Surgical Nursing, School of Nursing and Midwifery, Since evaluation is a basic principle in nursing care and it
Mashhad University of Medical Sciences, Mashhad, Iran
Full list of author information is available at the end of the article can form the foundation for nursing interventions, each

© The Author(s). 2018 Open Access This article is distributed under the terms of the Creative Commons Attribution 4.0
International License (http://creativecommons.org/licenses/by/4.0/), which permits unrestricted use, distribution, and
reproduction in any medium, provided you give appropriate credit to the original author(s) and the source, provide a link to
the Creative Commons license, and indicate if changes were made. The Creative Commons Public Domain Dedication waiver
(http://creativecommons.org/publicdomain/zero/1.0/) applies to the data made available in this article, unless otherwise stated.
Deldar et al. BMC Nursing (2018) 17:11 Page 2 of 8

hospital should have a practical approach to pain measure- Ethical considerations


ment [26]. A variety of pain measurement tools, including This study was approved by the Ethics Committee of
the Visual Analogue Scale (VAS), Numeric Rating Scale Mashhad University of Medical Sciences in May 2016
(NRS), Verbal Descriptor Scale (VDS), Smiling Face Scale (code: IR.MUMS.REC.1395.159). Moreover, the partici-
(SFS), and Numeric Descriptor Scale (NDS), can be used pants were ensured of data confidentiality and auton-
to determine the severity of pain and its related behaviors omy. They were informed of the purpose of the study
[27–30]. In addition, the Behavioral Pain Scale (BPS), and the voluntary nature of their participation. A written
Critical-Care Pain Observation Tool (CPOT), and Nonver- consent was obtained from all participants before re-
bal Pain Scale (NVPS) can be administered to screen pain cording the interviews.
in critically ill ICU patients who are unable to communi-
cate [31, 32]. This group of patients may include uncon- Data collection and analysis
scious, sedated, or intubated patients, as well as those with Content analysis was performed on Persian transcripts,
reduced consciousness levels, communication barriers, or before translation. The interviews were started with a
head trauma [10, 33]. However, there are few documents number of general questions (e.g. “Please describe one of
on the use of such scales. According to G’elinas et al. your experiences of one day working in the ICU.”) and
(2004), pain assessment scales were only employed in 1.6% continued with more specific questions (e.g. “Please
of the 183 events recorded for intubated patients. Al- speak about your own experiences of pain management
though evaluation of pain behaviors was common (re- in patients unable to communicate.”, “Please describe
ported in 73% of cases), such evaluations and observations your experiences of using non-verbal pain scales.”, and
were conducted without any valid and reliable tools [34]. “What problems and issues do you face?”). Individual
In a study on 3601 critically ill intubated patients, Payen et semi-structured interviews were conducted in a private
al. (2007) found that pain was not assessed in 53% of the room at the participants’ workplace.
patients who had received pain-killers. Moreover, only Based on the Graneheim and Lundman’s method [37],
28% of pain evaluations were performed through appropri- the analysis process consisted of the following steps:
ate and specific pain assessment tools [35].
Since all patients under MV receive analgesics or seda- 1. The recorded interviews were transcribed and read
tives, mostly narcotic drugs, pain assessment scales for to get an overall understanding.
these patients have not received adequate attention [36]. 2. The texts were divided into meaningful units.
It seems that efficient pain evaluation and management 3. The meaningful units were extracted and encoded.
for critically ill patients has become a major challenge 4. Based on their similarities and differences, the initial
for ICU nurses [21]. Therefore, considering the role of codes were classified into subcategories.
nurses as the main individuals involved in pain evalu-
ation and management, this study sought to address the During the open coding stage, all the transcripts were
nurses’ challenges in the use of pain assessment tools in reread closely and thoroughly for several times and the
patients unable to communicate. keywords, expressions, incidents, and actualities were
noted. The basic codes were taken, and the codes and all
Methods extracted data were compared to identify the existing
Study design similarities and differences. Afterward, the categories
This qualitative study was conducted using content ana- and subcategories were created. A preparatory arrange-
lysis. The researchers performed an in-depth direct ana- ment of codes, categories, and subcategories was framed
lysis of experiences of ICU nurses. The findings are from the first interview, and the developing codes were
presented as codes, subcategories, and categories using considered as the outcomes.
an inductive approach [37].
Trustworthiness
Participants and study setting Maximum variation sampling, member checking, and
The selection of participants was performed using a pur- peer questioning and cross-examination were used to
poseful sampling method. 20 interviews were conducted ensure the trustworthiness, dependability, and credibility
with nurses working in ICUs. Subject selection was con- of the data, respectively. In order for member checking,
ducted with maximum variation in personal factors (age, each participant was provided with the transcript of his/
education level, duration of work experience, and her coded interview along with a summary of the ex-
organizational role). Data was collected using semi- tracted themes and asked to determine whether the
structured interviews, and analysis was done using an in- codes are representative of and matched with their expe-
ductive approach. All study participants were interested riences. Peer checking of the transcripts was conducted
in sharing their experiences. by two faculty members with a PhD in nursing. They
Deldar et al. BMC Nursing (2018) 17:11 Page 3 of 8

received the transcripts and followed the above- Table 2 The main categories and related sub-categories
mentioned process to reach the core themes. The ob- Category Sub-category
tained inter-rater agreement was equal to or above 90%. Forgotten Non-routine pain assessment/evaluation
The long presence of the authors in the field (from priority
Inadequate physician-nurse interaction in
May 2016 to Apr 2017) enabled them to win the partici- terms of patient pain
pants’ trust and develop strong communication links Absence of non-verbal pain assessment scales
with the interviewees. This facilitated precise data in the nursing flowchart
collection. Lack of policies and clinical guidelines
Organizational Inadequate nurse-patient ratio
Results barriers
Presence of less experienced personnel
The study sample consisted of 20 ICU nurses (nine men
and 11 women). The mean age and mean work experi- Attitudinal Adequacy of sedatives
barriers
ence were 35.7 ± 6.1 and 12.3 ± 6.1 years, respectively. Failure to understand pain in unconscious patients
Other details are available in Table 1. No belief in non-verbal pain assessment scales
The factors inhibiting the use of pain assessment Barriers to Unfamiliarity with the use of non-verbal pain
scales in patients unable to communicate were grouped knowledge assessment scales
into four categories including “forgotten priority”, Insufficient training for clinical use of pain
“organizational barriers”, “attitudinal barriers”, and “bar- assessment scales
riers to knowledge” (Table 2).
The findings along with their related quotes are shown
below: The second category of “forgotten priority” was in-
adequate physician-nurse interaction regarding patient
Forgotten priority pain. Despite the fact that pain management is an im-
One of the concepts extracted from data analysis based portant patient right and a health-care priority, pa-
on the experiences of our participants was “forgotten tient pain is seldom mentioned during the visit time.
priority”. This category consisted of four subcategories Participant #13 mentioned that:
including: “non-routine pain assessment/evaluation”, “in-
adequate physician-nurse interaction regarding patient “...during the visits of intubated patients
pain”, “absence of non-verbal pain assessment scales in experiencing decreased LOC; test results, respiratory
the nursing flowchart”, and “lack of relevant policies and mode, and so on are discussed and there are not
clinical guidelines”. talks about patient pain and its evaluation
Due to non-routine pain assessment/evaluation in pa- results… well, this situation can impact the use of
tients unable to communicate, nurses did not use pain non-verbal pain assessment scales for such
measurement scales for these patients. As participant #8 patients...”
stated:
Given the absence of non-verbal pain assessment
“… I have been working in the ICU for about 7 years… tools in the nursing flowchart, the nurses believed
almost all the duties in our shifts are routine... care for that no place (in patient record or nursing flowchart)
the airway and attention to the alarms of the was specified for the use of these standardized tools
mechanical ventilators... during this time I have not despite the importance of pain relief in patients under
performed evaluation of pain for patients with MV. Participant #20 indicated that:
decreased level of consciousness (LOC)... Well, until now,
pain evaluation and recording have not been conducted “... We can record the results of arterial blood
routinely for these patients… therefore, there has been gases, blood tests, vital signs, and nursing reports
no necessity to use non-verbal pain assessment scales...” in the nursing flowchart… however, no place has
been specified for non-verbal pain assessment
tools…”
Table 1 Summary of participant characteristics
Variables Status Percent Lack of relevant policies and clinical guidelines was
Gender Females 55% the fourth subcategory obtained from the analysis of
Males 45% “forgotten priority”. The participating ICU nurses
Educational Degree Bachelor’s 90%
highlighted the absence of clinical guidelines on the
selection and use of various non-verbal pain assess-
Master’s or higher 10%
ment tools. Participant #17 stated that:
Deldar et al. BMC Nursing (2018) 17:11 Page 4 of 8

“… It is definitely important to me to relieve “…there is no need to use pain assessment scales for
pain in patients who cannot self-report it... patients with decreased LOC when drugs such as
however, the hospital has never introduced a fentanyl are used in the form of infusion… because
standardized scale to us even though there are they are taking sedatives…”
various scales in this context to help the personnel
to act in the same manner, but not based on their Moreover, the subcategory “failure to understand pain
tastes.” in unconscious patients” was extracted from the partici-
pants’ statements indicating that patients with decreased
LOC could not feel pain. Participant #2 reiterated that:
Organizational barriers
The participants underscored “organizational barriers” “…patients with impaired consciousness have no pain...
as other challenges faced by ICU nurses. This cat- in fact; they do not feel pain... so it is not necessary to
egory contains two subcategories including “inad- use pain assessment scales for such patients...”
equate nurse-to-patient ratio” and “presence of less
experienced personnel”. The participants believed that non-verbal scales could
The participants argued that heavy workload and not measure and evaluate pain correctly. They, thus, had
time limitations, consequent to inadequate nurse-to- “no belief in non-verbal pain assessment scales”. They
patient ratio, prevented them from providing constant considered their personal judgments of patient pain as
high-quality care. Participant #12 indicated that: the best pain assessment method. Participant #5 dis-
cussed that:
“Due to the high workload in the ICU, being
responsible for two or more patients admitted into the “... Lots of these pain scales are out of use… they are
ICU in each shift, health information system not 100% correct... I feel that I can evaluate and assess
recordings, and paperwork; there is no possibility to pain… an example is the scale developed for
use non-verbal pain assessment scales.” embolism… we had cases in which negative embolism
was reported using these scales, but the patient was
Analyzing the viewpoints of less experienced nurses affected with embolism clinically...”
(newly employed) showed that their attention and en-
ergy was mainly focused on acquiring skills such as
working with ICU equipment, doing procedures, and Barriers to knowledge
calculating drug dosage. They, hence, had no opportun- Another category extracted from data analysis was “bar-
ity to work with non-verbal pain assessment scales. riers to knowledge”. This category contained two sub-
Therefore, the “presence of less experienced personnel” categories including “unfamiliarity with the use of non-
served as another organizational barrier. Participant #9 verbal pain assessment scales” and “insufficient training
said that: on the clinical use of pain assessment scales”.
Based on the participants’ statements, undergraduate
“... My incentives in the ICU are to learn about the education did not provide nursing students with ad-
mechanical ventilators… I significantly focus on the equate knowledge on pain assessment. Therefore, un-
calculation and regulation of infusion of medicines, familiarity with pain assessment accounted as a major
the alarms of mechanical ventilators,…” barrier to pain assessment and measurement. Most par-
ticipating nurses stated that they had not received ad-
equate training on pain assessment and measurement
Attitudinal barriers scales in either school or workplace (hospital). Partici-
“Attitudinal barriers” in nurses was another concept pant #13 said that:
derived from data analysis. This category consisted of
three subcategories including “adequacy of sedatives”, “.. well, it is natural that we are kind of familiar with
“failure to understand pain in unconscious patients”, these standardized pain assessment scales... because my
and “no belief in non-verbal pain assessment scales”. colleagues and I, who are working in the ICU, hold
Nurses are responsible for pain assessment and undergraduate degrees... well, pain assessment scales are
should adopt pain-reducing procedures if pain is not not very often included in the undergraduate programs.”
relieved. However, the participating nurses believed
that there was no need to use pain assessment scales Participant #7 highlighted “insufficient training for the
when a patient received sedative infusions. Participant clinical use of pain assessment and measurement scales”
#7 argued that: and argued that:
Deldar et al. BMC Nursing (2018) 17:11 Page 5 of 8

“…we have never taken certified training classes [43]. Similar barriers were reported by ICU nurses in the
in the hospital to become familiar with pain United States [42].
assessment scales as well as the necessity to employ The experiences of the ICU nurses in this study indi-
them for patients in the ICU and for those connected cated that physicians’ inattention to pain monitoring, de-
to the mechanical ventilator up until now… there creased nurse’s attention to pain and its relief. Our
have been just sporadic classes in participants reported physicians focused on several com-
this unit…” plications, such as fever, but failed to evaluate pain.
Nevertheless, pain relief is an essential human right and
a major nursing priority [44].
Discussion The absence of non-verbal pain assessment scales in
Four main categories, including “forgotten priority”, nursing flowcharts is another challenge which ICU
“organizational barriers”, “attitudinal barriers”, and nurse’s face while adopting pain management strategies.
“barriers to knowledge” were extracted from the analysis Currently, the nursing flowchart in these units only uses
of the experiences of ICU nurses. Specific subcategories VAS and SFS to record patient pain. However, there is a
of each category were also determined based on unique need for a standardized form of non-verbal pain assess-
and integrated properties. This study was among the ment and measurement for patients unable to communi-
first Iranian studies to adopt a qualitative approach to cate. In the absence of such scales, as well as a specific
explore the experiences of ICU nurses about the use of system for the analysis of their results, the effectiveness
pain assessment scales. It sought to answer the question: of treatments cannot be accurately determined [10].
“What challenges are experienced by ICU nurses when However, the inclusion of the pain management section
using pain assessment tools in patients unable to in the ICU checklist, as a part of daily activities, can be
communicate?” considered as a valuable scale for reducing patient dis-
The findings of this study indicated that although ICU comfort [45].
nurses perform routine practices for patients unable to The ICU nurses participating in this study used infu-
communicate during each shift; they do not follow a sions of sedatives and narcotic drugs for patients unable
routine pain management protocol in this group of pa- to communicate without following any pain assessment
tients. Nevertheless, pain management is a major deter- scales and specific guidelines. Lack of relevant policies
minant of nursing care quality, i.e. pain should be and guidelines on pain control was also reported by
evaluated when vital signs are measured and its relief Keykha et al. (2013) [46]. Nevertheless, lack of access to
should be considered as the core and essence of nursing clinical pain management guidelines can negatively
care [38]. Nurses are also responsible for the prevention affect pain management [29, 47], i.e. the use of guide-
or reduction of pain [39]. They are, in fact, one of the lines and non-verbal pain assessment scales would have
important healthcare team members with proper oppor- positive effects on the experience of pain reduction in
tunities to assess, identify, and evaluate pain manage- ICU patients.
ment. They are, hence, required to play an active role in Based on the findings of the present study, the un-
pain management. However, few studies have shown that desirable nurse-to-patient ratio in the ICUs and nurses’
nurses are actually playing such roles [40]. heavy workload forced nurses to disregard some clinical
While nurses’ efforts for pain management mainly aim practices and prevented them from the frequent use of
to improve patient outcomes, there is no appropriate pain assessment tools. The time limits could also inter-
non-verbal pain assessment scale to evaluate pain in fere with the quality of care and were thus considered as
ICU patients. It seems that failure in this respect can a barrier to optimal care [48]. On the other hand, limited
lead to decreased quality of pain management in patients time forced nurses to prioritize duties of equal import-
unable to communicate. According to Bucknall et al. ance [49]. Unfortunately, the alarming shortage of nurses
(2007), nurses can only make effective decisions for pain is considered as an important challenge in healthcare
management through the repeated and regular evalu- systems [50, 51]. In Iran, there is a need for over100
ation of pain intensity and related behaviors [41]. Erdek thousand more nurses [52].
et al. (2004) concluded that there was not an appropriate Apart from the issue of time, experiences and skills of
form of pain assessment in ICU patients and such pa- the nurses are similarly critical in pain diagnosis [53].
tients were unable to self-report their pain [42]. A study The less experienced ICU nurses recruited in this study
in Jordan reported that the existing pain assessment had no opportunities for performing pain measurement
methods applied in the ICUs of the country only focused and working with non-verbal pain assessment tools be-
on pain management among patients suffering from cause they were mostly interested in the acquisition of
cancer. In fact, no particular pain assessment tools were other skills (e.g. working with the MV and other
used for ICU patients who are unable to communicate equipment).
Deldar et al. BMC Nursing (2018) 17:11 Page 6 of 8

The findings of this study highlighted the viewpoints The concept of “barriers to knowledge” indicates that
of ICU personnel’s as other factors influencing the use “unfamiliarity with non-verbal pain assessment scales”
of pain assessment scales. In fact, pain management and “inadequate ability to use non-verbal pain assess-
often depends on the viewpoints, culture, and beliefs of ment scales” are among the main challenges in this do-
the health-care team [54]. The ICU nurses in this study main. In the present study, the ICU nurses did not use
believed that there was no need to use pain assessment pain measurement scales because they received little in-
scales for patients receiving sedatives. Examining their formation in their undergraduate programs or in-service
viewpoints and experiences also revealed that the re-training courses about pain assessment scales. Most
personnel did not feel any need to assess pain in nurses believed that they were not well prepared for this
patients when they were receiving pain-killers and seda- function during their training courses presented in nurs-
tives prior to performing invasive and painful proce- ing education centers [61].
dures. The findings of a study in this respect also Moreover, Rose et al. (2012) examined the perform-
showed that most patients under an MV received seda- ance of ICU nurses regarding pain management and
tives and pain-killers without any particular pain as- control. They reported that nurses were not willing to
sessment [35]. However, prescribing the correct dosage use pain assessment scales in non-verbal patients and
of sedatives in patients with decreased LOC requires that they had little information about such scales, which
the routine administration of pain assessment tools could negatively affect their performance in terms of pa-
[55]. Enskar et al. (2007) showed that Swedish nurses tient pain management [62].
had more knowledge about pain assessment and more In this regard, Farahani et al. (2008) stated that inad-
positive attitudes towards pain. These factors could lead equacy of training courses for pain measurement was
to better pain relief [56]. one of the significant barriers to its use [63]. Therefore,
“Failure to understand pain in unconscious patients” training pain assessment scales, their use and the related
was another concept derived from the experiences of guidelines are of utmost importance for improving sys-
the ICU personnel in this study. The nurses argued that tematic pain assessment in ICU patients and ultimately
patients with decreased LOC had no pains, i.e. pain as- for increasing nurses’ knowledge of pain care.
sessment and scales were not necessary for these pa-
tients. Likewise, nurses in other investigations mainly Conclusion
neglected pain in unconscious patients. They did not The findings of the present study indicate that various
actually consider pain as a serious issue since they as- factors such as “forgotten priority”, “organizational bar-
sumed that patients with decreased LOC did not have a riers”, “attitudinal barriers”, and “barriers to knowledge”
sense of pain [57]. However, the point of importance is could affect the use of scales for pain assessment and
that the state of sleep and sedation is not equal to the management in patients unable to communicate. Given
absence of pain or its relief [14]. It is difficult to evalu- the inability to self-report in these patients, pain cannot
ate pain in such patients due to the inability to commu- be properly assessed and treated in such patients. The
nicate following decreased LOC, receiving sedatives, existing barriers to using non-verbal pain assessment
and using the MV. Consequently, inadequate pain man- scales in these patients can also lead to false evaluations
agement and control in unconscious patients has been of pain by nurses and consequently unrealistic percep-
raised as a challenge in nursing care [58]. tion of pain and inadequate medication. Identifying these
The final concept obtained from this category of ex- challenges for nurses can help take effective steps such
periences by ICU nurses was “no belief in pain manage- as empowering nurses in the use of non-verbal pain as-
ment scales”. The nurses did not believe in pain scales sessment scales, relieving pain, and improving the qual-
and argued that personal judgment of the patient’s pain ity of care services.
was the best method of pain assessment because they
Abbreviations
had experiences of ineffective use of other tools such as ICU: Intensive care unit; LOC: Decreased level of consciousness;
the scale for embolism. Given their high workload and MV: Mechanical ventilator
time limits, these nurses also believed that they could
Acknowledgements
assess patients’ pain only through the patient’s face and We are grateful to Research deputy of Mashhad University of Medical
observation of their hemodynamics. Other studies have Sciences for great cooperation on this research. Also we would like to thank
also mentioned personal beliefs and viewpoints as all the ICU nurses who participated in our study and gave up their valuable
time to be interviewed.
major barriers in this respect. The personnel’s lack of
belief can thus lead to treating patients based on their Availability of data and materials
personal opinions [59]. Given that nurses need tools to The datasets generated and analyzed during the current study are not
publicly available due to the request of participants about their
correctly assess pain [39, 60], they should avoid per- confidentiality, but are available from the corresponding author on
sonal assessment and judgment in this respect. reasonable request.
Deldar et al. BMC Nursing (2018) 17:11 Page 7 of 8

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